CPA-led • Predictable • Year-round Start any day • Billed every 28 days (13/yr)

1040 Maintenance — Complex (Pricing)

For complex 1040 filers (Schedules C/E/F, rentals, multi-state). We don’t do one-off seasonal returns. This membership combines your 1040 filing with quarterly check-ins and Q4 planning, so you stay compliant, tax-smart, and future-ready.

Base 1040 Maintenance

Best for  Schedule C/E/F or rental filers
Clients pay on average$267 / 28 days  •  ≈ $3,471/yr
  • CPA-prepared 1040 + primary state, preparation & e-file
  • Quarterly check-ins (income, estimates, life events)
  • Q4 tax planning session (projection + action steps)
  • Notice handling for returns we file
  • Secure portal + e-signature • Reasonable Q&A access

Multi-state, additional rentals, K-1s, or special elections quoted by scope during discovery.

Apply for Base Maintenance

Enhanced 1040 Maintenance

Most Popular  Priority & multi-state
Clients pay on average$325 / 28 days  •  ≈ $4,225/yr
  • Everything in Base
  • Expanded scope: multi-state filing and/or multiple rentals
  • Priority portal response SLAs
  • Optional IRS transcript monitoring
  • Quarterly estimate management & reminders

Final scope confirmed in discovery. Entity returns (1120S/1065/1120) are separate.

Apply for Enhanced Maintenance
Rolling start

Begin any day

Your membership begins the day you sign. We onboard immediately and bill every 28 days from your start date ( 13 cycles/year).

Included return

Which tax year is covered?

We include the tax year that ends inside your 12-cycle window. For calendar-year filers, that’s the current year (filed next season). Additional states are scoped as needed.

Onboarding & scope

Setup & catch-up

Light onboarding is included. If substantial catch-up or reconstruction is needed, we’ll quote a fixed setup scope before we begin — no surprises.

Autopay

No invoices to chase

All tiers are billed by autopay every 28 days. Your engagement letter shows cadence, scope, and any approved add-ons.

Mid-year join

Start now

No need to wait for “tax season.” Onboarding starts right away; your included return follows the coverage rule above.

Renewal

Anniversary renewal

Membership renews on your anniversary. We’ll review scope annually and right-size your tier if your complexity changes.

Apply for 1040 Maintenance How Advisory Works FAQs What’s Included

Individual Membership — FAQs

When does the membership year run?
Your membership begins the day you join . We bill every 28 days (13 cycles per year). Each rolling 12-month period (13 cycles) funds your included return and your year-round support.
Which tax return is included in my membership?
Your membership includes the personal tax return for the tax year that ends within your 12-month membership period .
  • For most calendar-year taxpayers: the return for that calendar year, filed the following filing season.
  • For fiscal-year businesses: your personal 1040 is included; business/entity returns (1120S/1065/1120) are scoped separately.
What happens if I join mid-year?
No need to wait — we onboard right away and start your 28-day billing cadence from your join date. If you need us to complete a return or significant catch-up work for a period before your membership start, we’ll quote a one-time, fixed-fee setup/catch-up so your records are current and your included return is fully supported.
How are prior-year returns handled?
Returns for tax years that fall outside your current 12-month membership period (e.g., older years) are billed separately as a one-time project. We’ll scope and price that work during your discovery/onboarding.
What’s included with the Basic Membership?
Preparation and e-filing of your individual tax return (Form 1040) with included schedules per your plan, secure portal document exchange, CPA review, and year-round portal access for reasonable Q&A.
What’s included in the Early Retainer Program?
Audit protection for the return we prepare, including IRS/state correspondence and representation related to that return, excluding issues caused by missing or inaccurate client-provided information.
What’s included in the Peace of Mind Bundle?
Everything in Early Retainer, plus:
  • Mid-year tax planning session (projection & action steps)
  • IRS transcript monitoring
  • Up to 3 quick-access tax questions per year
  • IRS notice response service for the return we prepared
  • Member Resource Center(CPA-led videos, recorded webinars, searchable Q&A)
  • Invitations to member-only live webinars throughout the year
How do I schedule my planning or review sessions?
We’ll email you when it’s time to meet. You can self-schedule via our online calendar. Sessions are by appointment and do not roll over if unused.
Where do I upload documents?
All document exchange takes place in our Qount secure client portal . E-signature is used for authorizations and e-filing forms. Your private documents are never stored in the Member Resource Center.
Is the service fully virtual?
Yes. We’re a CPA-led, 50-state virtual practice. Meetings are conducted via video, and you’ll have secure portal access for documents and messaging. In-person availability can be arranged by appointment.